OfficeTools by CARET Reviews for 2025
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What is OfficeTools by CARET?
OfficeTools by CARET is a comprehensive accounting practice management software designed for forward-thinking firms. It streamlines operations by consolidating time tracking, billing, invoicing, client information, projects, and documents into a single platform while seamlessly integrating with essential business tools.
The software offers data automation to eliminate redundant data entry, promotes team collaboration with a clear overview of tasks, and ensures planning and visibility for client success.
The suite includes a customizable solution for various firm needs, integrating seamlessly with key applications like Lacerte, QuickBooks, and Office 365. It empowers firms with features like centralized client data, due date monitoring, mobile accessibility, eSignature integration, and APX PayNow for efficient payment processing.
OfficeTools optimizes workflow, enhances client experiences, and enables effective project management.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
OfficeTools by CARET Pricing
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OfficeTools by CARET Features
- Audit Trail
- Billing & Invoicing
- Client Management
- Expense Tracking
- Invoice Management
- Project Management
- Workflow Management
- Accounting
- Document Management
- Document Storage
- Due Date Tracking
- For Accountants
- For CPA Firms
- Staff Management
- Task Management
- Time Tracking
- Mobile Payments
- Collaboration Tools
- Billing Portal
- Approval Workflow
- Billable Items Tracking
- Monitoring
- Invoice History
- Client Portal
- Financial Management
- Appointment Management
- Project Accounting
- Online Invoicing
- Tax Calculation
- Customizable Invoices
- Calendar Management
- Communication Management
- Employee Management
- Email Management
- Contact Database
- Online Payments
- For Tax Practices
- CRM
- Customizable Branding
- Reminders
- Task Progress Tracking
- Invoice Creation
- Project Billing
- Payment Processing
- Hourly Billing
- Project Time Tracking
- Timer
- Timesheet Management
- Contingency Billing
- Recurring/Subscription Billing
User Sentiment - OfficeTools by CARET Reviews
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All-in-One Solution
OfficeTools by CARET is praised for being a comprehensive platform that combines various functionalities such as project management, document management, time tracking, and billing into a single system.
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Integration Capabilities
It integrates well with popular software like QuickBooks and Microsoft Outlook, which simplifies workflow processes for users.
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User-Friendly
Users find the software to be intuitive and easy to use, which helps reduce the learning curve for new users.
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Cloud-Based Option
The availability of a cloud-based deployment means users can access the system from anywhere, enhancing flexibility and remote work capabilities.
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Customization
The software offers customizable options for workflows, which allows firms to tailor the software to their specific needs.
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Customer Support
Some users have noted that customer support can be slow to respond, which might be a concern for businesses that require immediate assistance.
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Training and Resources
There is a need for improved access to training and educational materials to help users fully leverage the platform’s capabilities.
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Limited Mobile Features
As of the last updates, there appears to be no dedicated mobile application, which might limit access for users on the go.
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Complexity in Some Areas
Although generally user-friendly, some users feel that certain features have a steeper learning curve and could be simplified.
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Pricing Transparency
Users have suggested that more transparent pricing, especially regarding on-premise deployment, would be beneficial.
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OfficeTools by CARET Company Details
Company Name
CARET
Headquarters
United States
Website
officetools.com
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